See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $68,719-15.4% | $91,541-36.5% | $84,808-31.5% |
| Participation rate | 58.0% | 64.5%-6.5pp | 69.8%-11.8pp | 68.3%-10.3pp |
| Annual return | 15.22% | 19.12%-3.9pp | 20.50%-5.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,524 | $1,920-20.6% | $2,505-39.2% | $2,631-42.1% |
| Participant deferral / active EE | $2,801 | $3,136-10.7% | $4,008-30.1% | $4,212-33.5% |
| Admin fee / account holder | $1,953 | $5,786-66.2% | $6,956-71.9% | $7,344-73.4% |